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SpaceX’s latest Falcon 9 booster returns to port as NASA hints at “vested interest”
SpaceX has safely returned Falcon 9 booster B1056 to port and lifted the rocket ashore after successfully supporting Cargo Dragon’s 18th mission to the International Space Station (ISS).
B1056’s safe return is by no means a surprise, but it is still a relief after mild issues caused Falcon Heavy center core B1055 to topple over just a few weeks prior. SpaceX’s robotic “Octagrabber” was visibly attached to newest Falcon 9 booster, taking advantage of compatibility not available to the Falcon Heavy core. According to NASA and SpaceX, the booster’s recovery was weighing on the minds of both stakeholders thanks to interest in reusing B1056 on future Cargo Dragon launches.
“Quite frankly, [NASA] had a vested interest.”
“Quite frankly, [NASA] had a vested interest in this particular booster. We were gonna require it – the intent is to [reuse it for SpaceX’s upcoming CRS-18 launch] and – potentially – CRS-19.”
Kenny Todd, ISS Operations and Integration Manager, NASA Johnson
Intertwined with SpaceX successfully returning the booster to shore, NASA ISS manager Kenny Todd provided some fascinating and eloquent insight into the space agency’s position on the mission. Several questions from members of the press centered around a launch scrub that pushed CRS-17 from May 3-4. SpaceX VP of Flight Reliability Hans Koenigsmann noted that SpaceX is moving to a concept of operations where booster recovery is just as important and just as necessary as any other technical aspect of launch.
In other words, when SpaceX drone ship Of Course I Still Love You (OCISLY) suffered a rare hardware failure that hobbled its redundant power supplies, NASA had no qualms with the company’s decision to scrub the launch attempt. In fact, confirming educated speculation previously published on Teslarati, NASA had a “vested interest” in the successful recovery of B1056. According to Todd’s comments, NASA unequivocally wants SpaceX to fly its next Cargo Dragon mission – CRS-18, NET mid-July – on the newly flight-proven booster. NASA is even open to flying on B1056 for a third time on CRS-19, pending the condition and availability of the booster.
Unique in SpaceX’s Falcon 9 Block 5 fleet thanks to an exceptionally gentle reentry and recovery, B1056 should easily lend itself to multiple reuses in support of future NASA missions. In fact, of the three (up to as many as five) additional CRS1 Cargo Dragon missions still on contract, there is no immediate technical reason to assume that Falcon 9 B1056 can’t be involved in a majority of those launches, if not all of them. NASA, of course, has the final say in which Falcon 9s their missions launch on, but the agency’s apparent openness to launching on a twice-flown booster opens the door for thrice-flown boosters and beyond.
Space oddities and Falcon curiosities
B1056’s return also offered a unique – if not unprecedented – glimpse of what was likely a purge of TEA/TEB, the pyrophoric fluids Falcon 9 uses to ignite its Merlin engines. Normally, SpaceX recovery technicians likely perform this purge while still hundreds of miles out at sea. Drone ship OCISLY’s perch just a dozen or so miles from Port Canaveral and the Florida coast may have precluded this, leading to a rare bit of controlled in-port fireworks. While the sight of open flame beneath a freshly-recovered rocket triggered some immediate and understandable concern from bystanders, the process appears to have been both routine and controlled by SpaceX.
On a more minor note, SpaceX also appears to have debuted at least one minor (visible) hardware modification on B1056, utilizing a new hybrid method to join the top of Falcon 9’s liquid oxygen tank to its interstage (the black section). SpaceX prides itself on the practice of continuously improving all aspects of its rockets and spacecraft, so this change is more of a small visualization of that strategy than a major revelation.
Up next for SpaceX, however, is a launch that may end up being quite the revelation for observers. The mission – SpaceX’s official Starlink launch debut – is the first of many dozens of launches planned over the next five or so years. According to people familiar with the matter, both the quantity and weight of the Starlink satellites that will be aboard Falcon 9 are likely to blow expectations out of the water, particularly after competitor OneWeb’s first launch placed just five spacecraft in orbit. Starlink-1 (for lack of an official name) is scheduled to launch no earlier than May 13th, although CRS-17’s launch delays may delay that target by several days.
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In a new note to investors on Tuesday, Morgan Stanley analyst Andrew Percoco said that Tesla has one big financial question to answer for investors regarding its Robotaxi rollout, Full Self-Driving software, and Optimus.
Percoco said in the note that, for the most part, investors are still very positive about the direction the company is headed. However, there are some things the firm would like to see, and they have to do with financials.
Tesla (TSLA) Q2 2026 earnings results: miss on EPS, beat on revenue
Tesla bulls are more than convinced that the company’s Full Self-Driving software is proof it can develop physical AI. Financially, however, there are still some questions, especially on elevated spending, which CEO Elon Musk said would occur as the company works to roll out Robotaxi faster and continue developing its Optimus robot.
The latter two are where Tesla will have to prove progress to investors, as Percoco writes that both projects “will require clearer evidence that Robotaxi is scaling and more tangible Optimus proof points to support the ROI on elevated capex.”
Percoco said the second quarter earnings call did not change his long-term thesis of where Tesla is positioned in the AI race, which is out in front. However, there are concerns that weaker gross margins and higher R&D spend will stress financials, and that has “sharpened our (and investors’) focus on measurable progress across Robotaxi and Optimus.”
Additionally, Robotaxi still needs to be proven with more operation in existing cities while maintaining safety but improving how many rides it gives in any given time, he said. For Optimus, Percoco wrote that he is “still looking for evidence beyond commentary around SOP.”
Morgan Stanley put Percoco in charge of covering Tesla after long-time analyst Adam Jonas transitioned to the automotive side.
Currently, Morgan Stanley has a $415 price target on Tesla and a ‘Hold’ rating on the stock. It is trading at around $330 at the time of publication, which was 2:30 P.M. on the East Coast.
SpaceX’s massive investment in AI will make it a big winner, Argus Research said after the company’s successful earnings call last week.
The firm also upgraded shares to a Buy from Hold and set a $160 price target.
SpaceX (NASDAQ: SPCX) is currently recovering from its heavy AI infrastructure investments, as it spent nearly $16 billion in Q2 alone. The company did this primarily by monetizing high-demand GPU compute capacity at a much faster pace than traditional data center economics would suggest.
Company CFO Bret Johnsen said that SpaceX would be able to pay back anything on new deployments within a year.
There are plenty of ways the company can do this:
Leasing excess compute capacity through contracts
SpaceX has already built Colossus and Colossus II, largely for its own model training. However, much of that capacity is already rented out to third parties. It already has major deals with Anthropic, Google, and Reflection AI. These partnerships are adding billions per month to SpaceX’s spreadsheet.
High utilization driven by industry-wide scarcity
The demand for advanced AI training and inference capacity continues to exceed what is available for use. SpaceX can fill new racks quickly after they come online, so the capital deployed converts into revenue with minimal idle time.
Additionally, management and outside observers have described the new compute capital as behaving more like a cost-of-goods-sold than traditional multi-year capex, especially because of this rapid monetization pattern.
Capacity has already scaled from ~0.4 GW a year to 1.4 GW annually by the end of Q2. There are targets of more than 2 GW by year-end.
High incremental margins on the rental business once capacity is online
GPU cloud providers often operate at strong gross margins. SpaceX can monetize capacity that was already partially built or can be added efficiently. This means that incremental EBITDA margins on the rental revenue are usually high. This accelerates cash recovery relative to the gross capital outlay.
Parallel monetization of its own AI software and applications
Beyond pure infrastructure rental, SpaceX also generates revenue from Grok through subscriptions and usage, from X through ads, data, and other related services, enterprise APIs, and the planned integration of the Cursor coding tools acquisition.
These application layers ride on the same compute infrastructure and provide additional high-margin streams that could offset build-out costs. AI-segment revenue overall rose sharply to about $2.6 billion in Q2, according to Motley Fool. This was driven primarily by the infrastructure contracts, but the software side is also partially responsible.
Efficient, large-scale deployment and vertical integration advantages
SpaceX has emphasized the rapid construction of power and cooling infrastructure and favorable cost-per-megawatt economics relative to industry benchmarks in some disclosures.
Combined with its ability to scale capacity aggressively and the fact that many contracts start generating revenue within months of capacity coming online, the effective payback compresses dramatically compared with more conventional multi-year data-center projects.
SpaceX’s dominant near-term recovery path will turn the AI clusters into a hyperscale-style compute rental business for other leading AI companies while still using a portion for internal models.
Tesla headlights have caused a recall of over 20,000 of the company’s two most popular vehicles, the Model 3 and Model Y, due to the low-beam bulb exceeding the maximum allowed intensity according to federal standards.
Tesla initiated the recall with the National Highway Traffic Safety Administration (NHTSA) this morning, stating that the low-beam output “exceeds the maximum allowed intensity in the outer upper-right and outer upper-left areas of the 10U and 90U zone, as prescribed in FMVSS No. 108.”
Tesla sourced the impacted headlights from Marelli Automotive Lighting, a Mexico-based company. The recall impacts 2020-2023 Model Y vehicles and 2017-2023 Model 3 vehicles. It is estimated that every VIN in this recall is impacted by the defect.
🚨 Tesla is recalling 20,349 2020-23 Model Y vehicles and 2017-23 Model 3 vehicles due to an excessively bright headlamp low beam.
Currently, there is no remedy plan in place, as it is still being developed. pic.twitter.com/y34cIO2U0B
— TESLARATI (@Teslarati) August 11, 2026
Typically, Tesla would remedy recalls of this nature through an Over-the-Air software update, which has been a major focus of criticism by the company and its supporters because the NHTSA still refers to it as a “recall,” even though it requires no action by the vehicle owner. The fix is shipped over the internet and downloaded to the car.
However, there appears to be a potentially different solution for this problem. Tesla has not developed a remedy for this issue, so it could potentially be on the way. The big issue appears to be the fact that these recalled lamps are out of production, and this is an old body style for both vehicles. The headlights and front-end designs are completely different.
Tesla switched to another supplier when the affected headlight design was discontinued. It plans to begin notifying owners of their remedy options by September 15.
Tesla filed a petition protesting the recall to fix the vehicles’ headlight issue, but the NHTSA denied it. Now, Tesla will come up with a solution to fix it.
Tesla has one big financial question to answer for investors: Morgan Stanley
SpaceX AI investment gamble will make it a big winner, firm says
